Capital Fund Management (CFM)’s Equifax EFX Stock Holding History

Capital Fund Management (CFM)’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-28,000	Closed	-$7.49M	–	1943
2024 Q1	$7.49M	Sell	28,000 -8,000	-22%	-$2.04M	0.02%	864
2023 Q4	$8.9M	Buy	+36,000	New	+$7.3M	0.02%	833
2022 Q1	–	Sell	-18,100	Closed	-$5.3M	–	1524
2021 Q4	$5.3M	Buy	+18,100	New	+$5.04M	0.04%	620
2021 Q3	–	Sell	-22,200	Closed	-$5.32M	–	1590
2021 Q2	$5.32M	Buy	+22,200	New	+$4.96M	0.04%	543
2021 Q1	–	Sell	-18,600	Closed	-$3.59M	–	1366
2020 Q4	$3.59M	Buy	18,600 +3,000	+19%	+$504K	0.03%	586
2020 Q3	$2.45M	Buy	+15,600	New	+$2.56M	0.03%	578
2020 Q1	–	Sell	-45,400	Closed	-$6.36M	–	1668
2019 Q4	$6.36M	Sell	45,400 -2,400	-5%	-$332K	0.05%	462
2019 Q3	$6.72M	Buy	47,800 +40,000	+513%	+$5.64M	0.06%	392
2019 Q2	$1.05M	Buy	7,800 +6,000	+333%	+$752K	0.01%	1000
2019 Q1	$213K	Buy	+1,800	New	+$192K	﹤0.01%	1571

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Capital Fund Management (CFM)'s EFX Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Equifax (EFX) stake by 33% in Q2 2026, buying an estimated $2.49M and bringing the position to 58,624 shares worth $9.3M. The position accounts for 0.04% of the portfolio, ranked #620.

Capital Fund Management (CFM) first reported a position in EFX in Q1 2014 and has held it in 21 quarters since. The position peaked at $12.6M in Q4 2024. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Capital Fund Management (CFM) held 58,624 shares of Equifax worth $9.3M as of Q2 2026.
Capital Fund Management (CFM) bought 14,616 Equifax shares in Q2 2026, an estimated $2.49M.
Equifax made up 0.04% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #620 holding.
Capital Fund Management (CFM) first reported a position in Equifax in Q1 2014 and has held it in 21 quarters since.
Capital Fund Management (CFM)'s Equifax position peaked at $12.6M in Q4 2024.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.